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Home › Insights

Insights for Business Advisors

Exit Planning Articles

Explore expert-written Exit Planning articles and business planning insights created for today’s Exit Planning advisors. From value growth strategies to Owner Based planning frameworks, these resources help advisors lead more confidently and serve business owners at a higher level.

Engaging Successful Business Owners is Easy!

admin February 16, 2024

To effectively engage owners, advisors must approach owners through methods that recognize the specific needs and challenges of successful business owners.

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Explains the strategy for football and signifies the strategy needed in business exit planning.

Championship Advisor Teams: A Super Bowl Strategy for Exit Planning

admin February 9, 2024

It’s Super Bowl Weekend! As the San Francisco 49ers get ready to take on the reigning champs in the Kansas City Chiefs, business owners around the country are looking to exit their businesses, but might not have the right resources to reach all of their goals at the time of their exit. Boost business exits with a Super Bowl plan: Form an elite advisor team, focusing on expertise, early strategy, and execution for a seamless transition.

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The Power of Collective Expertise in The Business Value Conversation

admin February 2, 2024

Collaborative expertise can lead to a remarkable increase in business value. In today’s evolving business world, the synergy of collective knowledge isn’t just beneficial – it’s essential.

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Helping Owners Avoid Business Risk: Opportunities for Owner-Based Planners

admin January 26, 2024

Business owners often focus on growing their companies while neglecting to mitigate risk. Enter owner-based planning – a proven process for growing while protecting business value.

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Give Business Owners What They Want: Growing & Protecting Business Cash Flow and Value

admin January 19, 2024

BEI’s Owner-Based Planning (OBP) is a suite of training, marketing tools & deliverables that equips you to help business owners grow and protect business value.

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advisory practice resolutions

Elevating Your Advisory Practice in 2024: The Power of Exit Planning and Owner-Based Planning

admin January 12, 2024

In 2024, the advisor requires an owner-centric approach to planning with an advisory practice that offers the services owners need to grow and protect value.

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Looking for proven strategies to better serve business owners? Explore our latest Exit Planning tools, resources, and training — built for business advisors ready to lead with impact.

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